SMSF

Expert Analysis

Tech platforms have opened up a wider range of asset classes, writes Nick Raphaely, and investors can access institutional-quality opportunities by digitally dividing the...

Expert Analysis

Where are advisers requiring support?

Superannuation and social security are among themes where advisers are querying the most as they look to upskill their knowledge in a complex advice world, Craig Day writ...

Superannuation

ATO open for SMSF member increases

Trustees of self-managed superannuation funds will now be able to add a fifth and sixth member, after the Australian Taxation Office suffered administrative delays. ...

Financial planning

Federal Court proceedings launched against unregistered MIS

Monica Kaur and MKS Property Investments/Developments are alleged to have operated an unregistered managed investment scheme and provided unlicensed financial advice to c...

Financial planning

ASIC cancels AFSL of exited adviser

The corporate regulator has cancelled the licence of limited licensee of Jyoti Rahman as they are no longer providing financial services....

SMSF

Craig Gore unsuccessful in criminal appeal

Gore was sentenced for self-managed super fund fraud last year and will be tried next month for three further charges....

Financial planning

FASEA needs overhaul under ASIC

The continuing profession development guidelines need to be addressed to remove duplication for tax financial advisers and there needs to be a consultation process which ...

People & Products

Tool created to help accountants find SMSF auditors

Class has launched an online tool to help accounting practices to make the decision to work with an audit partner based on automation through technology integrations....

Expert Analysis

Changes to RSE licensees

There have been numerous changes to the financial services obligations of superannuation funds, writes David Court, so trustees must know what is expected of them....

Financial planning

Limited adviser losses create single-issued advice void

Limited licence roles have contributed to almost a quarter of adviser roles lost over the financial year, making it harder for Australians to access single-issue advice....

Tools & guides

Using property in an SMSF

Property development might be an attractive option for self-managed super funds but it can lead to a compliance minefield if done incorrectly, Andrew Yee writes....

Superannuation

Temporary delay to SMSF member increase

Advisers have been advised to refrain from making changes to increase the number of members in self-managed super funds due to an implementation delay by the Australian T...

Policy & Regulation

SMSF auditor disqualified

The corporate regulator has disqualified self-managed super fund auditor Gordon Shrubsole for breaching independence and auditing standards....

Superannuation

Retirees need to be careful relying on franking credits

Dividend income, with the help of franking credits, may not continue to be a reliable method of income for retirees, according to a panel....

SMSF

Maximum SMSF members moves up to 6

Self-managed superannuation funds will be allowed to have up to six members and the SMSF Association has welcomed this change as it will provide additional flexibility an...